Icon Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
1,441
+71
| +5% | +$9.47K | 0.01% | 376 |
|
|
2025
Q1 | $177K | Sell |
1,370
-36
| -3% | -$4.64K | 0.01% | 377 |
|
|
2024
Q4 | $179K | Sell |
1,406
-237
| -14% | -$30.2K | 0.01% | 391 |
|
|
2024
Q3 | $211K | Sell |
1,643
-26
| -2% | -$3.33K | 0.02% | 348 |
|
|
2024
Q2 | $207K | Sell |
1,669
-287
| -15% | -$35.7K | 0.02% | 325 |
|
|
2024
Q1 | $237K | Sell |
1,956
-90
| -4% | -$10.9K | 0.02% | 318 |
|
|
2023
Q4 | $228K | Buy |
+2,046
| New | +$228K | 0.02% | 307 |
|